How To Move Your Mom™: Recent Episodes
Marty Stevens-Heebner
How to Move Your Mom (and Still be on Speaking Terms Afterward) is the place for that conversation we all need to have – because moving your mom, your dad, or yourself isn’t just about moving things from one place to another. It is so much more complicated than that! There’s an increasing number of generations living at the same time…and there’s a lot of life to live in later life. HTMYM features top experts in senior living communities, placement agencies, realtors, and family members who’ve been through it all.Please join us as we explore the possibilities, complexities, and potential of later life. We’ll search for answers to the questions most people don’t know to ask so that all generations can flourish together.
Celebrate the 2nd anniversary edition of "How to Move Your Mom (and still be on speaking terms afterward)", where host Marty Stevens-Heebner shares a collection of resonant stories shared by past guests, along with a few of her own from encounters with remarkable clients. This special edition of Marty’s podcast encapsulates the myriad challenges, profound realizations, and disarming humor that often emerge during later life journeys.
This episode is not just a commemoration but it’s also a beacon of hope and understanding for those navigating life’s later years.
Episode Sponsor:
Clear Home Solutions manages a lifetime's worth of treasures - and all the emotions attached to them - when it's time for you or your senior parent to move or make their home safe and organized for their later years. Have photos? We can organize and digitize those for you, too.
What you will learn from this episode:
- The importance of maintaining a positive outlook despite aging’s adversities.
- Reflections on dreams, departing this life,, and the impact of gratitude.
- How the memories of grandparents and loved ones shape and enrich our lives.
Thank you for joining us for this 2nd anniversary edition of the "How to Move Your Mom (and still be on speaking terms afterward." We hope the stories and reflections shared in this episode resonate with you and provide solace, awareness, and inspiration.
In this episode, Marty Stevens-Heebner interviews Courtney Hogenson, a registered nurse and serial entrepreneur with over 10 years of experience taking care of older adults and their families. Together, they explore the big differences between what a nurse can provide that a caregiver cannot, and the work Courtney’s doing to empower both patients and nurses. Courtney also discusses her latest venture Call Light, an innovative platform that enables patients to hire experienced registered nurses and
other healthcare professionals to help them in their home.
Episode Sponsor:
Clear Home Solutions manages a lifetime's worth of treasures - and all the emotions attached to them - when it's time for you or your senior parent to move or make their home safe and organized for their later years. Have photos? We can organize and digitize those for you, too.
What you will learn from this episode:
- How Courtney Hogenson’s new app Call Light empowers both patients and nurses to work together
- What the key differences are between what registered nurses can do for a patient at home that a caregiver cannot and should not
- What we can do to support nurses and make sure they receive the respect they deserve
Connect with Guest Name:
LinkedIn: https://www.linkedin.com/in/courtneyhogenson/
Website: https://call-light.com/
Connect with Marty Stevens-Heebner:
LinkedIn: https://www.linkedin.com/in/martyheebner/
Website: https://howtomoveyourmom.com/
Email: marty@clearhomesolutions.com
In this insightful episode of "How to Move Your Mom (and Still be on Speaking Terms Afterward)", host Marty Stevens Heebner delves into the intricacies of later life relationships with family law expert Richard Sperling. There are unique and vital things to keep in mind, whether it’s a “Gray Divorce” (a big trend now!) or pre- and post-marital agreements, Richard shares his expertise to shed light on the complexities of love, especially in later life.
Episode Sponsor:
Clear Home Solutions manages a lifetime's worth of treasures - and all the emotions attached to them - when it's time for you or your senior parent to move or make their home safe and organized for their later years. Have photos? We can organize and digitize those for you, too.
What you will learn from this episode:
The importance of premarital, postmarital, and cohabitation agreements for older people
* How to keep love alive while negotiating these agreements
* What a “fiduciary duty” is and how it impacts relationships
* Why open communication and trust is especially important in later life relationships*
Connect with Guest Name:
LinkedIn: https://www.linkedin.com/in/richard-f-sperling-5960b85/
Website: https://richardsperlinglaw.com/
Connect with Marty Stevens-Heebner:
LinkedIn: https://www.linkedin.com/in/martyheebner/
Website: https://howtomoveyourmom.com/
Email: marty@clearhomesolutions.com
In this insightful episode, host Marty Stevens-Heebner interviews Scott Rahn, Co-Founder and Managing Partner of RMO LLP. As a highly experienced probate litigator, Scott is dedicated to guiding his clients through the legal minefields of trust and estate disputes..
A true expert, Scott shares perspective on probate litigation, the importance of careful estate planning, and the intricacies of probate court proceedings.
This episode is a must-listen for anyone who wants to understand the complexities of probate litigation.
Episode Sponsor:
Clear Home Solutions manages a lifetime's worth of treasures - and all the emotions attached to them - when it's time for you or your senior parent to move or make their home safe and organized for their later years. Have photos? We can organize and digitize those for you, too.
What you will learn from this episode:
- The serious consequences of poor estate planning - or no planning at all
- The potential pitfalls of using online platforms for estate planning and why hiring a lawyer is worth the investment
- The complicated family dynamics and emotions involved in estate disputes
- Resources available for those who can’t afford legal representation for their probate disputes.
Connect with Guest Name:
LinkedIn: https://www.linkedin.com/in/scott-rahn-trust-estate-probate-litigator-7b71602/
Website: https://rmolawyers.com/
Free Legal Services in Los Angeles https://bettzedek.org/
Connect with Marty Stevens-Heebner:
LinkedIn: https://www.linkedin.com/in/martyheebner/
Website: https://howtomoveyourmom.com/
Email: marty@clearhomesolutions.com
In this fascinating podcast episode, host Marty Stevens-Heebner interviews Sue Feldmeth, a nurse and founder of MC Wellness Consulting. Sue has over 30 years of experience in the medical field and is dedicated to safely guiding people through the often confusing world of medical cannabis.
Sue shares valuable insights into the benefits, different uses, and legal considerations, providing listeners with a comprehensive overview of this complex topic.
This episode is a must-listen for anyone interested in learning more about how medical cannabis can improve the quality of life for seniors.
Episode Sponsor:
Clear Home Solutions manages a lifetime's worth of treasures - and all the emotions attached to them - when it's time for you or your senior parent to move or make their home safe and organized for their later years. Have photos? We can organize and digitize those for you, too.
What you will learn from this episode:
- Discover how medical cannabis can improve the quality of life for seniors by alleviating pain, improving sleep, and reducing anxiety
- Learn how cannabis can serve as a safer alternative to opioids and other prescription drugs
- Learn how to find the right option to suit your needs
- Understand the legal considerations surrounding medical cannabis use and ensure you are using it safely and legally.
Connect with Susan Feldmeth:
LinkedIn: https://www.linkedin.com/in/susan-feldmeth-4b35aa145/
Website: https://mcforhealth.com/
Connect with Marty Stevens-Heebner:
LinkedIn: https://www.linkedin.com/in/martyheebner/
Website: https://howtomoveyourmom.com/
Email: marty@clearhomesolutions.com
In this episode, host Marty Stevens-Heebner speaks with Dr. Dana Chidekel, a double board-certified neuropsychologist, about the importance of understanding cognitive health, how to identify cognitive issues, and what neuropsychological testing can reveal. Dr. Chidekel explains how her work is not just about identifying problems, but also about helping people understand their strengths and weaknesses so they can take action to improve their cognitive health. She emphasizes the importance of empathy, observation, and communication in her work and stresses that neuropsychological testing is not a cookie-cutter process, but rather an interactive and nuanced experience.
Episode Sponsor:
Clear Home Solutions manages a lifetime's worth of treasures - and all the emotions attached to them - when it's time for you or your senior parent to move or make their home safe and organized for their later years. Have photos? We can organize and digitize those for you, too.
What you will learn from this episode:
- How to identify cognitive issues in oneself or loved ones, and the importance of seeking evaluation
- The different types of cognitive issues, such as dementia and depression, and how they are diagnosed and treated
- The process of neuropsychological testing and what it can reveal about cognitive functioning
- How to spot early warning signs and the importance of empathy, observation, and communication in the practice of neuropsychology, and how to find the right neuropsychologist for oneself or loved ones.
Connect with Dr. Dana Chidekel:
LinkedIn: https://www.linkedin.com/in/dana-chidekel-ph-d-abn-abpdn-10488110/
Website: https://www.drdanac.com/
Connect with Marty Stevens-Heebner:
LinkedIn: https://www.linkedin.com/in/martyheebner/
Website: https://howtomoveyourmom.com/
Email: marty@clearhomesolutions.com
In this episode, Marty Stevens Heebner sits down with Zoe Kim, author of Minimalism for Families and minimalist mom of four. Zoe shares her journey to simplifying her home and life, and how she's helped others do the same through her platform Raising Simple.
She shares her approach to minimalism, and gives sage advice on how to support aging parents in downsizing their own lives. Join us for a thoughtful and inspiring conversation about how to live a more meaningful life with less.
Episode Sponsor:
Clear Home Solutions manages a lifetime's worth of treasures - and all the emotions attached to them - when it's time for you or your senior parent to move or make their home safe and organized for their later years. Have photos? We can organize and digitize those for you, too.
What you will learn from this episode:
- Discover Zoe's approach to minimalism and how it can benefit each generation of a family
- Gain insight into how to support aging parents in downsizing their lives
- Hear inspiring advice on how to live a more meaningful life with less
Connect with Guest Name:
Facebook: https://www.facebook.com/raisingsimple/
Instagram: https://www.instagram.com/raisingsimple/
Website: https://raisingsimple.com/
Connect with Marty Stevens-Heebner:
LinkedIn: https://www.linkedin.com/in/martyheebner/
Website: https://howtomoveyourmom.com/
Email: marty@clearhomesolutions.com
Ever noticed how memories can make things so hard to let go of, even if you haven’t seen that trophy (or whatever) in years? There are the stories behind these treasures - and sometimes important family history - that you want to preserve for future generations. But how to do that? Fortunately, the guests on our latest episode have created the perfect solution to save all those stories so you can let go of your stuff.
Marty Stevens-Heebner interviews co-founders Ellen Goodwin and Heather Nickerson of Artifcts - a fast and simple solution to preserve your treasures, and the memories behind them, for years to come.
Episode Sponsor:
Clear Home Solutions manages a lifetime's worth of treasures - and all the emotions attached to them - when it's time for you or your senior parent to move or make their home safe and organized for their later years. Have photos? We can organize and digitize those for you, too.
What you will learn from this episode:
- Where you can preserve and share the history behind your personal treasures for generations to come.
- Why documenting your most important possessions with younger family members can bridge the generational gap and create closer relationships.
- How sharing these memories makes it much easier to let items go when you’re downsizing.
Connect with Guest Name: Artifcts
LinkedIn:
https://www.linkedin.com/in/ellenlgoodwin/
https://www.linkedin.com/in/heather-nickerson/
Website: https://artifcts.com/
Connect with Marty Stevens-Heebner:
LinkedIn: https://www.linkedin.com/in/martyheebner/
Website: https://howtomoveyourmom.com/
Email: marty@clearhomesolutions.com
The National Association of Senior and Specialty Move Managers (NASMM) sets the standard for the industry. As the leading membership organization for Move Managers, NASMM’s members provide best-in-class resources that ensure their moves go as smoothly, efficiently, and compassionately as possible.
Marty Stevens Heebner talks with Co-Executive Directors Mary Kay Buysse and Jennifer Pickett to give you the inside scoop on what you should look for in a move manager, and why NASMM’s ethics are as important as the remarkable work its members provide.
Episode Sponsor:
Clear Home Solutions manages a lifetime's worth of treasures - and all the emotions attached to them - when it's time for you or your senior parent to move or make their home safe and organized for their later years. Have photos? We can organize and digitize those for you, too.
What you will learn from this episode:
- 3 critical questions you need to ask any move manager before hiring them
- How to find the right services to match your budget
- The best way to preserve a good relationship with your loved one during the move
- How Move Managers ensure you’ll get the very best quality service from your moving company and any professional working on your project
Connect with Jennifer, Mary Kay and NASMM:
LinkedIn: https://www.linkedin.com/in/jennifermartinpickett/ & https://www.linkedin.com/in/marykaybuysse/
Website: https://www.nasmm.org/
Connect with Marty Stevens-Heebner:
LinkedIn: https://www.linkedin.com/in/martyheebner/
Website: https://howtomoveyourmom.com/
Email: marty@clearhomesolutions.com
Xiliary Twil, ASA, and founder of Art Asset Management Group, brings 42 years of appraisal experience to this episode. As a valuation expert, Xiliary explains the complexities of authenticating art and your estate’s worth. She also reveals the common mistakes people often make when insuring and protecting their valuables and other items.
Episode Sponsor:
Clear Home Solutions manages a lifetime's worth of treasures - and all the emotions attached to them - when it's time for you or your senior parent to move or make their home safe and organized for their later years. Have photos? We can organize and digitize those for you, too.
What you will learn from this episode:
- The very first thing you should do to protect your or your loved ones' valuables
- What provenance is and how vital your treasured art’s documented history is when valuing it
- Questions you should ask any professional appraiser before hiring them to assess items in an estate
- The legal and tax ramifications you need to be aware of when you consider selling your most prized possessions
Connect with Guest Name:
LinkedIn: https://www.linkedin.com/in/xiliarytwilfineartappraiser/
Website: https://artassetmgtgroup.com/
Connect with Marty Stevens-Heebner:
LinkedIn: https://www.linkedin.com/in/martyheebner/
Website: https://howtomoveyourmom.com/
Email: marty@clearhomesolutions.com
The U.S. healthcare system is a challenge to all. But add in the care and housing for aging adults and it can become a quagmire. Whether you’re a senior or someone caring for a loved one, the questions and concerns often pile up. In this episode, Marty Stevens-Heebner and Certified Gerontologist Mary Winners will talk about finding the answers.
Mary’s company About Senior Solutions is on a mission to provide the highest quality support and direction for every unique individual facing the aging process.
Episode Sponsor:
Clear Home Solutions manages a lifetime's worth of treasures - and all the emotions attached to them - when it's time for you or your senior parent to move or make their home safe and organized for their later years. Have photos? We can organize and digitize those for you, too.
What you will learn from this episode:
How to navigate the confusing maze of health care options
* Why family caregivers need to recharge their own batteries to maintain their own health and wellbeing
* What a senior care specialist does, and the access to new resources they can provide*
Connect with Guest Name:
LinkedIn: https://www.linkedin.com/in/mary-winners-191895a/
Website: https://www.aboutseniorsolutions.com/
Connect with Marty Stevens-Heebner:
LinkedIn: https://www.linkedin.com/in/martyheebner/
Website: https://howtomoveyourmom.com/
Email: marty@clearhomesolutions.com
While 90% of people recognize the importance of talking to loved ones about death, only 27% have had “The Conversation.”Why is there such a disconnect?
Stefanie Elkins“meets people where they‘re at” during end-of-life transitions and helps with the many other challenges associated with aging.
In her role as an Eldercare Coach and Aging Life Care Manager with Be Present Care, Stefanie provides compassionate guidance, resources, and workshops for individuals and families dealing with death and bereavement. She thoughtfully facilitates the intimate and difficult conversations that we all need to have during this inevitable shift in our lives.
In this episode, host Marty Stevens-Heebner and her guest Stefanie Elkins take a thoughtful look at the important decisions you need to make in order to face death on your own terms - rather than someone else’s.
Episode Sponsor:
Clear Home Solutions manages a lifetime's worth of treasures - and all the emotions attached to them - when it's time for you or your senior parent to move or make their home safe and organized for their later years. Have photos? We can organize and digitize those for you, too.
What you will learn from this episode:
- How a death doula can enrich the dying experience for older patients, their family members, and friends
- The important conversations you need to have to maintain autonomy and agency at the end of life
- The value of end-of-life directives and how they protect your last wishes
Connect with Guest Name:
LinkedIn: https://www.linkedin.com/in/stefanieelkins/
Website: https://www.bepresentcare.com/
Connect with Marty Stevens-Heebner:
LinkedIn: https://www.linkedin.com/in/martyheebner/
Website: https://howtomoveyourmom.com/
Email: marty@clearhomesolutions.com
The Universal Design movement is sweeping the architecture and real estate world. Until recently homes weren’t built or designed with the thought of aging in place or using a wheelchair. But times are swiftly changing. On this episode of How to Move Your Mom(and still be on speaking terms afterward), we talk with Universal Design pioneer Rosemarie Rossetti who, along with her husband Mark Leder built the Universal Design Living Laboratory - which also happens to be their beautiful home in Columbus, Ohio.
Following a devastating car accident, Rosemarie discovered that, as a paraplegic using a wheelchair, her home now worked against her. That’s when she found the courage to take on the massive project of transforming it into a showcase for accessibility.
Episode Sponsor:
Clear Home Solutions takes care of a lifetime's worth of treasures - and all the emotions attached to them - when it's time for you or your senior parent to move or make their home safe and organized for their later years. Got photos? We can organize and digitize those for you, too.
What you will learn from this episode:
- What is Universal Design and the vital needs it fulfills
- Why it’s a better investment to build a home from the ground up that includes Universal Design
- How to find help for your own accessibility needs and plans
- Where to take a virtual tour of Rosemarie’s home
Connect with Guest Name:
LinkedIn: https://www.linkedin.com/in/topmotivationalspeaker/
Website: https://www.rosemariespeaks.com/
Universal Design Living Laboratory Website: https://www.udll.com/
Connect with Marty Stevens-Heebner:
LinkedIn: https://www.linkedin.com/in/martyheebner/
Website: https://howtomoveyourmom.com/
Email: marty@clearhomesolutions.com
We've all heard about reverse mortgages, but they're really a kind of a mystery to most people. This week on How to Move Your Mom(and still be on speaking terms afterward) we have an expert who has all the answers.
Janice Cohen is a Reverse Mortgage Consultant who’s on a mission to help protect the best interests of her senior clients and their families. For 17 years she’s been an industry leader and even has an award in her name.
Episode Sponsor:
Clear Home Solutions takes care of a lifetime's worth of treasures - and all the emotions attached to them - when it's time for you or your senior parent to move or make their home safe and organized for their later years. Got photos? We can organize and digitize those for you, too.
What you will learn from this episode:
- The nuts and bolts of reverse mortgages
- Whether you or your loved ones might be a good fit for this solution
- What to questions to ask yourself when considering getting a reverse mortgage
- Why it’s often the children who seek this solution on behalf of their parents
Connect with Janice Cohen:
LinkedIn: https://www.linkedin.com/in/janice-cohen-947a94111/
Website: https://mutualreverse.com/janice-cohen/
Connect with Marty Stevens-Heebner:
LinkedIn: https://www.linkedin.com/in/martyheebner/
Website: https://howtomoveyourmom.com/
Email: marty@clearhomesolutions.com
Caring for someone with dementia is not for the faint of heart. How do you guide yourself through it as well as your loved one? Fortunately, this week's guest on How to Move Your Mom (and still be on speaking terms afterward) Lisa Bricker has been there and shepherds her clients through the challenges she once faced herself.
Episode Sponsor:
Clear Home Solutions takes care of a lifetime's worth of treasures - and all the emotions attached to them - when it's time for you or your senior parent to move or make their home safe and organized for their later years. Got photos? We can organize and digitize those for you, too.
What you will learn from this episode:
What to do when you’re feeling completely alone
- Lisa’s personal story of being a caregiver to multiple family members at the same time
- How to avoid burnout as a caregiver
- Resources that you can tap into to support you through this difficult and rewarding journey
Connect with Lisa Bricker:
LinkedIn: https://www.linkedin.com/in/lisa-bricker-0b24401/
Website: https://www.gentlyguided.com/who-we-are/lisa-bricker
Connect with Marty Stevens-Heebner:
LinkedIn: https://www.linkedin.com/in/martyheebner/
Website: https://howtomoveyourmom.com/
Email: marty@clearhomesolutions.com
This week's guest on How to Move Your Mom (and still be on speaking terms afterward) is Barbara Hament of Senior Care Navigator L.A.
Barbara has devoted her career to helping people age with grace, dignity, and the best possible professional care. Known for her work in dementia, Barbara is considered a pioneer in the field, providing expert support and caregiving services to older adults and their families in the Los Angeles area and beyond for more than 30 years.
For the past decade, Barbara has led caregiver support groups for Alzheimer’s LA and UCLA’s Easton Center for Alzheimer’s Disease Research. If you have a loved one with a dementia diagnosis, this episode is one you don’t want to miss.
Episode Sponsor:
Clear Home Solutions takes care of a lifetime's worth of treasures - and all the emotions attached to them - when it's time for you or your senior parent to move or make their home safe and organized for their later years. Got photos? We can organize and digitize those for you, too.
What you will learn from this episode:
- The first and most critical action you need to take when a loved one is diagnosed with dementia
- How an aging life professional can tremendously improve your loved one’s quality of life
- Important questions to ask to ensure the best outcomes for care
- Resources available to families that can demystify the complex options for elder care
Connect with Barbara Hament:
Website: https://seniorcarenavigatorla.com/
LinkedIn: https://www.linkedin.com/in/barbara-hament-0825a258/
Facebook: https://m.facebook.com/people/Barbara-Hament/100009864122873
Alzheimers LA: https://www.alzheimersla.org/
Aging Life Care Association: www.AgingLifeCare.org
Connect with Marty Stevens-Heebner:
LinkedIn: https://www.linkedin.com/in/martyheebner/
Website: https://howtomoveyourmom.com/
Email: marty@clearhomesolutions.com
This week's guest on How to Move Your Mom (and still be on speaking terms afterward) is Matt Paxton, one of the top hoarding and downsizing experts in the country. He hosts the Emmy-nominated show Legacy List with Matt Paxton, and recently released his latest book Keep the Memories, Lose the Stuff: Declutter, Downsize and Move Forward with Your Life.
Matt was also a featured expert on the show Hoarders for 13 years and during that time authored The Secret Lives of Hoarders: True Stories of Tackling Extreme Clutter.
Matt lives in Atlanta, GA with his wife and seven kids - or, as Matt likes to point out, one more than The Brady Bunch. His move to Georgia was a fairly recent one, and Matt shares how he had to resolve his struggles with own in order to make that big move.
Episode Sponsor:
Clear Home Solutions takes care of a lifetime's worth of treasures - and all the emotions attached to them - when it's time for you or your senior parent to move or make their home safe and organized for their later years. Got photos? We can organize and digitize those for you, too.
What you will learn from this episode:
- How to identify the true value behind things and determine what’s worth keeping
- Matt’s personal experience with his own clutter and what helped him move forward with his new book and amazing new life
- How to declutter, downsize, and move forward without the stress
- The best and easiest ways to find willing volunteers to help you
Connect with Matt Paxton:
LinkedIn: https://www.linkedin.com/in/iammattpaxton/
Website: https://iammattpaxton.com/about-matt/
Legacy List: https://www.mylegacylist.com/
Matt’s Books:
Keep the Memories, Lose the Stuff: Declutter, Downsize, and Move Forward with Your Life
The Secret Lives of Hoarders: True Stories of Tackling Extreme Clutter
Connect with Marty Stevens-Heebner:
LinkedIn: https://www.linkedin.com/in/martyheebner/
Website: https://howtomoveyourmom.com/
Email: marty@clearhomesolutions.com
This week's guest on How to Move Your Mom (and still be on speaking terms afterward) is Paul Lawrence. Paul is one of the co-founders of Senior Move Managers (SMM), New Zealand’s leading relocation business for older adults. After five years of operation, Paul’s company now has seven offices across New Zealand, with plans to expand to Australia. Senior Move Managers has made the Deloitte Fast 50 Rising Stars List and was a finalist for Ernst & Young’s Entrepreneur of the Year.
Episode Sponsor:
Clear Home Solutions takes care of a lifetime's worth of treasures - and all the emotions attached to them - when it's time for you or your senior parent to move or make their home safe and organized for their later years. Got photos? We can organize and digitize those for you, too.
What you will learn from this episode:
- How senior care and retirement communities vary between New Zealand and the United States
- What senior move managers do - and why working with them makes moving so much easier
- Why and how moving older adults is so different from other moves
- Ways to help “challenging” clients through the difficulties of a move
Connect with Paul Lawrence:
LinkedIn: https://nz.linkedin.com/in/paul-lawrence-89818170
Website: https://www.seniormovemanagers.co.nz/
Connect with Marty Stevens-Heebner:
LinkedIn: https://www.linkedin.com/in/martyheebner/
Website: https://howtomoveyourmom.com/
Email: marty@clearhomesolutions.com
This week's guest on How to Move Your Mom (and still be on speaking terms afterward) is @Margit Novack. Margit (rhymes with target) Novack is an entrepreneur, thought leader in aging and pioneer in Senior Move Management. She founded Moving Solutions in 1996 and has been serving older adults and their families inspired her team to provide world-class service for the last 25 years. In 2020, Margit left the formal work world and began a new role as author, speaker, and champion of a re-visioned picture of aging.
Episode Sponsor:
Clear Home Solutions takes care of a lifetime's worth of treasures - and all the emotions attached to them - when it's time for you or your senior parent to move or make their home safe and organized for their later years. Got photos? We can organize and digitize those for you, too.
What you will learn from this episode:
- Why the concept of tough love towards an older parent is complicated and how you can work your way through it.
- How we speak about an aging pet in a more positive way than we do our aging parents or older people in general.
- How older people are generally happier and more content than younger people.
- Why people aren't always aware of what's going on inside them
Connect with Margit Novack: https://www.margitnovack.com/
LinkedIn: https://www.linkedin.com/in/margitnovack/
Website: https://www.esmmart.com/
Connect with Marty Stevens-Heebner:
LinkedIn: https://www.linkedin.com/in/martyheebner/
Website: https://howtomoveyourmom.com/
Email: marty@clearhomesolutions.com
This week's guest on How to Move Your Mom (and still be on speaking terms afterward) is Donna Bogdanovich. Donna Bogdanovich is a licensed professional fiduciary who specializes in administering special needs trusts, irrevocable and revocable trusts, conservatorships and case management. Donna primarily works with clients and families where there is an occurrence of mental illness, and where there's a great amount of family discord.
Episode Sponsor:
Clear Home Solutions takes care of a lifetime's worth of treasures - and all the emotions attached to them - when it's time for you or your senior parent to move or make their home safe and organized for their later years. Got photos? We can organize and digitize those for you, too.
What you will learn from this episode:
- What does a fiduciary do and what does the term “fiduciary responsibility” mean?
- What is “capacity” and how is it determined?
- Why do different levels of “capacity” exist for marriage, contracts and health decisions?
- The various fiduciary specializations
- Questions to ask when looking for and interviewing a fiduciary.
Connect with Donna Bogdanovich:
LinkedIn: https://www.linkedin.com/in/donna-bogdanovich-52140415
Facebook: https://www.facebook.com/pages/category/Professional-Service/Donna-Bogdanovich-Professional-Fiduciary-305536376128949/
Connect with Marty Stevens-Heebner:
LinkedIn: https://www.linkedin.com/in/martyheebner/
Website: https://howtomoveyourmom.com/
Email: marty@clearhomesolutions.com
This week's guest on How to Move Your Mom (and still be on speaking terms afterward) is @Dawneen Lorance. Dawneen Lorance is the Director of Marketing at Villa Gardens Senior Living, a premier retirement community in the heart of Pasadena, California. With her 9+ years of experience, she offers support to seniors and/or adult children as they learn about retirement living and navigate the journey of aging.
Episode Sponsor:
Clear Home Solutions takes care of a lifetime's worth of treasures - and all the emotions attached to them - when it's time for you or your senior parent to move or make their home safe and organized for their later years. Got photos? We can organize and digitize those for you, too.
What you will learn from this episode:
- Who is a good fit for senior living.
- What kind of questions people should ask as they approach a community and consider living in it.
- The focus of Dawneen’s work at Villa Gardens.
- The impact of COVID on people considering moving into the senior living communities.
- The difference between Continuing Care Retirement Communities (CCRC) and assisted living.
Connect with Dawneen Lorance:
LinkedIn: https://www.linkedin.com/in/dawneen-lorance-b3227ba9
Website: https://villagardens.org/
Connect with Marty Stevens-Heebner:
LinkedIn: https://www.linkedin.com/in/martyheebner/
Website: https://howtomoveyourmom.com/
Email: marty@clearhomesolutions.com
This week's guest on How to Move Your Mom (and still be on speaking terms afterward) is @ToddEmrick. Todd is a 24-year veteran of the moving industry. As The Wheaton Group’s Director of Customer Service he has expertly shepherded clients from one end of their move to the other since 2004. Given that The Wheaton Group is the fourth largest household moving and transportation carrier in the United States, Todd gets a lot of phone calls, both from clients and move managers like Marty.
Episode Sponsor:
Clear Home Solutions takes care of a lifetime's worth of treasures - and all the emotions attached to them - when it's time for you or your senior parent to move or make their home safe and organized for their later years. Got photos? We can organize and digitize those for you, too.
What you will learn from this episode:
- The distinct difference between moving older adults and those of younger generations.
- Why delivery delays are the most challenging part of his job and what causes most of them.
- What questions people should ask moving companies as they consider working with them.
- The difference between packing by professionals versus families.
- What he wishes people knew about what he does.
- How he helped create a training program for moving agents and brokers that focused on moves for older adults.
- What advice he gives to people about how to set themselves up for success – or at least less stress – when they’re preparing to move.
Connect with Todd Emrick:
LinkedIn: https://www.linkedin.com/in/todd-emrick-3398226/
Website: https://www.wheatonworldwide.com/
Connect with Marty Stevens-Heebner:
LinkedIn: https://www.linkedin.com/in/martyheebner/
Website: https://howtomoveyourmom.com/
Email: marty@clearhomesolutions.com
This week's guest on How to Move Your Mom (and still be on speaking terms afterward) is @AlisonMacCracken, ranked among the top 1% of Realtors across the U.S. As a realtor with Sotheby’s International Realty, she built The MacCracken Team, where her team’s realtors are all certified Senior Real Estate Specialists – so they know the benefits available for those who are 55 years or older. Alison serves as a founding board member and vice-chair of Westside Pacific Villages, a non-profit dedicated to galvanizing that community to support the older adults living there.
Episode Sponsor:
Clear Home Solutions takes care of a lifetime's worth of treasures - and all the emotions attached to them - when it's time for you or your senior parent to move or make their home safe and organized for their later years. Got photos? We can organize and digitize those for you, too.
What you will learn from this episode:
- What she loves about her work and why she enjoys working with older adults and their families.
- The advantage of working with a realtor who’s a certified Senior Real Estate Specialist.
- What tax implications older adults should know about when it comes to real estate.
- What it takes to make a home safe and comfortable for people to live out their later years.
- How people of all ages and needs can also benefit from those same home adjustments.
- What the Village Movement is about and how she put together Westside Pacific Villages.
Connect with Alison MacCracken:
LinkedIn: https://www.linkedin.com/in/alisonmaccracken/
Website: http://www.maccracken.com/
Connect with Marty Stevens-Heebner:
LinkedIn: https://www.linkedin.com/in/martyheebner/
Website: https://howtomoveyourmom.com/
Email: marty@clearhomesolutions.com
This week's guest on How to Move Your Mom (and still be on speaking terms afterward) is Brenda Shorkend. Brenda Shorkend of Shorkend Care Management is a Certified Aging Life Care Manager™- also known as a Geriatric Care Manager - with over 25 years of experience working with older adults and people with special needs, as well as their families. Brenda has worked with many hospital and community organizations, including Huntington Hospital's Senior Care Network. She’s studied Rehabilitation Psychology and is a member of the Aging Life Care Association. Brenda’s a very strong advocate for her clients, focusing on maximizing their independence and autonomy - while still ensuring their safety and well-being.
Episode Sponsor:
Clear Home Solutions takes care of a lifetime's worth of treasures - and all the emotions attached to them - when it's time for you or your senior parent to move or make their home safe and organized for their later years. Got photos? We can organize and digitize those for you, too.
▶ What the differences are between a care manager and a caregiver.
▶ What the most challenging part of her job is and what drew her to this line of work.
▶ What it takes to become a care manager/aging life specialist.
What you will learn from this episode:
- What the differences are between a care manager and a caregiver.
- What she wishes people knew about what she does and the focus of her profession.
- How she helps her clients understand all the medical jargon and the dangers of drug interactions.
- Why working with clients with dementia and those with special needs can be particularly challenging.
- How she forms a “team” of professionals to take care of all her clients' needs.
- What the most challenging part of her job is and what drew her to this line of work.
- What it takes to become a care manager/aging life specialist.
- What questions people should ask professionals like Brenda as they consider working with them.
Connect with Brenda Shorkend:
LinkedIn: https://www.linkedin.com/in/brendashorkend/
Connect with Marty Stevens-Heebner:
LinkedIn: https://www.linkedin.com/in/martyheebner/
Website: https://howtomoveyourmom.com/
Email: marty@clearhomesolutions.com
This week's guest on How to Move Your Mom (and still be on speaking terms afterward) is @Jamie Gonzalez a partner at Oldman, Cooley, Sallus, Birnberg & Coleman, LLP. Jamie is extraordinary when it comes to litigating a case involving probate trusts, estate planning, guardianships, or conservatorships (as we call them in California). With over 20 years of experience practicing law, Jamie has been repeatedly recognized as tops in her field by Los Angeles Magazine, The Legal Network, and she's also been named one of Southern California's Super Lawyers for six straight years. This year, she was named as one of the top 50 women attorneys in Southern California.
Episode Sponsor:
Clear Home Solutions takes care of a lifetime's worth of treasures - and all the emotions attached to them - when it's time for you or your senior parent to move or make their home safe and organized for their later years. Got photos? We can organize and digitize those for you, too.
What you will learn from this episode:
- What the difference is between probate trusts, wills, and all the different terms used in her line of work
- What types of issues in a will or trust tend to trip the legal switch
- What she feels is distinctive about what she does with her clients and what her approach is
- Where her ability to be reasonable with a compassionate and thoughtful outlook comes from
- How she goes about easing a client from a very emotional state back toward reality so they can make smarter decisions
- What kind of questions people should ask attorneys that they're interviewing to represent them
Connect with Jamie Gonzalez:
Website: https://oldmancooley.com/
LinkedIn: https://www.linkedin.com/in/jamie-gonzalez-759036b8/
Connect with Marty Stevens-Heebner:
LinkedIn: https://www.linkedin.com/in/martyheebner/
Website: https://howtomoveyourmom.com/
Email: marty@clearhomesolutions.com
This week's guest on How to Move Your Mom (and still be on speaking terms afterward) is @Nancy Noever. Until recently, Nancy was a Los Angeles-based Production Manager and Line Producer in the entertainment industry. She had been doing that for 25 years. But more importantly, her mother's death, the pandemic, and her desire for a career change all converged in February/March of 2020. It set her on a completely new and unfamiliar path in a new city, on the other side of the country. In today’s episode, Nancy talks about the whole journey of being the executor of her mother's estate.
Episode Sponsor:
Clear Home Solutions takes care of a lifetime's worth of treasures - and all the emotions attached to them - when it's time for you or your senior parent to move or make their home safe and organized for their later years. Got photos? We can organize and digitize those for you, too.
What you will learn from this episode:
- What skills she had to draw on to complete the tasks involved with being the executor
- How she handled being her mother's executor while grieving at the same time
- How she preserved her mother's legacy and why that was so important to her
- What Nancy knows now that she wishes she’d known before
- How working in isolation during the pandemic affected her sense of time
- What plans she’s put in place for her own end of life
- How she's currently feeling in terms of her mother's passing
- Why she believes that people die as they have lived and what she means by that
Connect with Nancy Noever:
LinkedIn: https://www.linkedin.com/in/nancy-noever-1288726/
Connect with Marty Stevens-Heebner:
LinkedIn: https://www.linkedin.com/in/martyheebner/
Website: https://howtomoveyourmom.com/
Email: marty@clearhomesolutions.com
This week's guest on How to Move Your Mom (and still be on speaking terms afterward) is @Nancy Noever. Nancy’s mother had for years made it clear that if doctors ever needed to take extreme measures to keep her alive, Nancy was to let her mother go. In early 2020, mom had a massive stroke and, with her eyes, made it clear now was the time to say goodbye. Nancy courageously talks about the struggles she faced in carrying out her mother’s wish.
Episode Sponsor:
Clear Home Solutions takes care of a lifetime's worth of treasures - and all the emotions attached to them - when it's time for you or your senior parent to move or make their home safe and organized for their later years. Got photos? We can organize and digitize those for you, too.
What you will learn from this episode:
- How Nancy’s life changed in February of 2020 when her mother had a stroke
- What her experience was like making sure her mother had her decisions respected and how she advocated for her last wishes
- What the difference is between medical care and palliative care
- The importance of having conversations and documents in place beforehand to make sure your end-of-life wishes are clear to one’s family
Connect with Nancy Noever:
LinkedIn: https://www.linkedin.com/in/nancy-noever-1288726/
Connect with Marty Stevens-Heebner:
LinkedIn: https://www.linkedin.com/in/martyheebner/
Website: https://howtomoveyourmom.com/
Email: marty@clearhomesolutions.com
This week's guest on How to Move Your Mom (and still be on speaking terms afterward), @KenKossoff of Panitz & Kossoff, LLP, has been an attorney for over 35 years. With experience and compassion Ken helps his clients negotiate the labyrinth of legal issues that inevitably arise as people age into their later years. Based in Westlake Village, CA, he’s a certified estate planning probate and trust law specialist in California and has been interviewed by the Wall Street Journal, Fox Business News, and other media outlets because he's such an expert. Ken is also the co-founder of Solo Aging Solutions, which provides health care agents to uphold their client's healthcare wishes should the need arise.
Episode Sponsor:
Clear Home Solutions takes care of a lifetime's worth of treasures - and all the emotions attached to them - when it's time for you or your senior parent to move or make their home safe and organized for their later years. Got photos? We can organize and digitize those for you, too.
What you will learn from this episode:
- How estate planning and life-care planning are the focus of his legal work
- What people should be asking when interviewing attorneys about putting together their estate plan
- What he loves most about what he does and how he developed his more human approach to the law
- Why he launched Solo Aging Solutions, who it serves, and how
- What kind of training Solo Aging Solutions’ health care agents go through to qualify, and the ideal background for someone considering this work
- When someone should consider engaging a health care agent and Solo Aging Solutions
- What kind of things go into a health care directive
- Ken’s expert advice on estate planning and how it's not just about drawing up a will
Connect with Ken Kossoff:
Website: https://mysoloagingsolutions.com/
LinkedIn: https://www.linkedin.com/in/kenkossoff/
Connect with Marty Stevens-Heebner:
LinkedIn: https://www.linkedin.com/in/martyheebner/
Website: https://howtomoveyourmom.com/
Email: marty@clearhomesolutions.com
Kendyl Young is the owner of DIGGS and a 34 year veteran of residential real estate sales. She is a nationally recognized speaker and consultant to agents and teams looking to grow without sacrificing their customer experience. Recently Kendyl launched ADU DIGGS, a prefab ADU company designed to serve homeowners in established neighborhoods.
Episode Sponsor:
Clear Home Solutions takes care of a lifetime's worth of treasures - and all the emotions attached to them - when it's time for you or your senior parent to move or make their home safe and organized for their later years. Got photos? We can organize and digitize those for you, too.
What you will learn from this episode:
* What Kendyl’s work focuses on in the real estate industry.
* What an ADU (Accessory Dwelling Unit) is, as well as its different types, and requirements.
* Who ADUs are well-suited for.
* What the benefits are of investing in one, especially for a senior family member.
* How ADU can be beneficial for housing a senior family member.
* What Kendyl wishes people knew about her and the work that she does.
* What questions you should have ready when interviewing a realtor.
* What lessons from Kendyl’s mother have influenced her career in the real estate industry.
Connect with Kendyl Young:
Website: https://glendalediggs.com/meet-the-team/kendyl-young/
LinkedIn: linkedin.com/in/kendylyoung-diggs-realtor
Phone: (818) 396-7588
Connect with Marty Stevens-Heebner:
LinkedIn: https://www.linkedin.com/in/martyheebner/
Website: https://howtomoveyourmom.com/
Email: marty@clearhomesolutions.com
Susan Pomerantz, the founder and CEO of Concepts for Living, has worked with older adults and their families in diverse ways for almost 30 years. A superb listener with a big heart, she uses a personal and hands-on approach to fulfill the mission of Concepts for Living: finding the ideal older adult community for her clients so they can live their later years safely and comfortably.
Episode Sponsor:
Clear Home Solutions takes care of a lifetime's worth of treasures - and all the emotions attached to them - when it's time for you or your senior parent to move or make their home safe and organized for their later years. Got photos? We can organize and digitize those for you, too.
What you will learn from this episode:
- How lessons from her own grandmother have influenced her.
- Why Susan began working with older adults and why she’s fallen in love with her clientele.
- How she became director of the volunteer program at one of the leading senior health care systems in the country
- What the different kinds of senior communities are, and how to find the one that’s most suitable for you or your loved one.
- What missing link Susan sees in the chain of later life living offerings.
- Which attributes Susan feels have helped her attain success and professional longevity in her field.
- How one of Susan’s children taught her one of the most important things she’s learned, and how she carries that wisdom into her work.
Connect with Susan Pomerantz:
Website: www.conceptsforliving.com
E-mail: Info@conceptsforliving.com
Phone: (800) 414-4242
Connect with Marty Stevens-Heebner:
LinkedIn: https://www.linkedin.com/in/martyheebner/
Website: https://howtomoveyourmom.com/
Email: marty@clearhomesolutions.com
Dawn McFarland is the Founder and President of M & M Benefit Solutions Insurance Services. She has found a passion for helping people navigate their health care choices, especially those eligible for Medicare. Dawn currently serves as the Vice President of Legislation for the State of California Association and on the Medicare Advisory Council for the National Association of Health Underwriters. Dawn is also a certified community educator for the Alzheimer's Association.
Episode Sponsor:
Clear Home Solutions takes care of a lifetime's worth of treasures - and all the emotions attached to them - when it's time for you or your senior parent to move or make their home safe and organized for their later years. Got photos? We can organize and digitize those for you, too.
What you will learn from this episode:
- What Dawn likes most about shepherding people through the mysteries of Medicare, and what influenced her to focus her work on Medicare.
- Tips on how to better understand Medicare, its regulations, deadlines, and the penalties that can impact those applying for it.
- What it's like dealing with the Medicare bureaucracies, deadline regulations, and penalties that impact her clients.
- Why Medicare is so complicated, and what to be aware of when creating a financial plan for health insurance.
- The types of coverage provided by the Medicare system, as well as the difference between the Medicare Advantage and Medicare Supplements programs.
- What Dawn wishes people knew about what she does as a health insurance advisor.
Connect with Dawn McFarland:
Website - www.mnmbenefitsolutions.com
LinkedIn - https://www.linkedin.com/in/dawn-mcfarland-mnmbenefits
Email - dawn@mnmbenefitsolutions.com
Phone - (805) 701-1229
Connect with Marty Stevens-Heebner:
LinkedIn: https://www.linkedin.com/in/martyheebner/
Website: https://howtomoveyourmom.com/
Email: marty@clearhomesolutions.com